It is our pleasure to present this powerful collection of resources to educate you about how personal finance works in your life. The library includes our exclusive Newsletters
, Brief Focus
and Featured Focus
planning articles, economic and market data in Quarterly Focus
, over 25 helpful calculators
, and web links
that we consider valuable to our clients.
The most important element of this collection is what you choose—or not choose—to do with them. As you make use of our library resources and the calculators, we invite you to contact us
to discuss what you may uncover.
Be sure to check back for updates.
FREQUENTLY ASKED QUESTIONS. Click here
for answers to the most frequently asked questions about working with us, our philosophy, and approach. RECOMMENDED READING.
Reading is one of life’s greatest pleasures. Through reading and diligent study, we have refined our philosophy of personal finance, from which our clients benefit.
RECOMMENDED VIEWING. The library includes videos covering a range personal financial management topics, including retirement, investing, risk management, estate planning, and taxes.
Social Security Predictor
: The Financial Planning Association
engages individuals to understand the issues with Social Security and ways to encourage lawmakers to fix them. For more information visit the Social Security Predictor
Lifelong Financial Strategies
: The CFP Board
covers some financial planning basics and the Consumer Advocate
offers tips and strategies for the five key phases in a person's life. For more information visit CFP Board
and CFP Board Consumer Advocate
These videos by the Life and Health Insurance Foundation for Education
help to demystify insurance and quickly provide you with a good understanding of important insurance terms and concepts. For more information visit LIFE Happens
Don't hesitate to contact us
to discuss what you uncovered about your situation by using these resources and calculators.
If you would like to share your thoughts about our recommended reading list and videos or to offer additional suggestions, call us at either 650.684.1199 or 707.282.3700 or send us a message